Platinum Conservative
We offer our top-tier equity strategies for a conservative investor with a low-risk appetite, aiming to generate slightly higher returns while maintaining risk tolerance.
Risk Level: Moderately Low
Min Investment: ₹25 Lakhs
30 Days:
-0.05%
90 Days:
-0.11%
365 Days:
2.94%
Annualised:
8.97%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹25 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Debt |
| Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt |
| Investment Styles | Multi-Asset Momentum Multi-Strategy Factor Investing Rotation |
| Instruments | ETFs |
| Rebalancing Frequency | Monthly |
| Volatility | Moderately Low |
Strategy Description
With only 20% allocation to equity strategies, the goal of this portfolio is to outperform other investment options avaiaible to an investor with a low risk appetite.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 80.00% |
| Large Cap Momentum | 8.00% |
| MNC Momentum | 4.00% |
| Cruise Momentum | 4.00% |
| Financial Momentum | 2.00% |
| Healthcare Momentum | 2.00% |
| Platinum Conservative | FBC Generic Blended Conservative Benchmark | |
|---|---|---|
| 30-day returns | -0.05% | 0.23% |
| 90-day returns | -0.11% | -0.23% |
| YTD returns | 2.94% | 1.88% |
| 1-year returns | 2.94% | 2.35% |
| Returns since inception | 153.53% | 114.19% |
| Annualised returns | 8.97% | 7.28% |
| Sharpe ratio | 0.21 | 0.039 |
| Max drawdown percent | -9.17% | -7.38% |
Disclaimers
Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.